Connect Runo CRM and Search and Save to Build Intelligent Automations
Enable Integrations or automations with these events of Runo CRM and Search and Save
Enable Integrations or automations with these events of Runo CRM and Search and Save
Actions
Create Allocation
Creates a new allocation.
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Frequently Asked Questions
To start, connect both your Runo CRM and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in Runo CRM triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how Runo CRM data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between Runo CRM and Search and Save typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Runo CRM and Search and Save. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
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